Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Truefocus Financial Partners
Wickford Wealth Management, LLC
Springdale Capital

Similar in size to Truefocus Financial Partners (swap one in):+ Marketforce, LLC $71M + Zora Financial $71M + Lagos Wealth Advisors $64.2M · Diamond Bar, CA + Miller Capital Management, Inc. $64.1M · Bethesda, MD

	Truefocus Financial Partners North Kingstown, RI	Wickford Wealth Management, LLC North Kingstown, RI	Springdale Capital
Assets under management	$67.6M	$71.4M	$64.2M
Asset growth, last 2 years	–	–	+20%
Advisory staff	2	1	1
Individual clients	38	69	47
Assets per client	$1.8M	$1M	$1.4M
Clients per advisor	19	69	47
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2014
Tools in their stack	3	1	–
People on Advicer.bio	2	1	–

From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.